Available Integrations
Kaana can integrate with various services:
Communication
Slack - Send notifications to Slack channels
Time Tracking
Harvest - Sync time entries with projects
CRM
Salesforce - Connect customer data
Billing
Zuora - Subscription management
Other
Custom webhook integrations
Accessing Integrations
Go to Settings
Select Integrations
View connected and available integrations
Connecting Integrations
OAuth Integrations
For services like Slack or Salesforce:
Find the integration
Click Connect
Log in to the service
Authorize Kaana
Configuration completes
API Key Integrations
For services requiring API keys:
Find the integration
Click Configure
Enter your API key
Click Save
Webhook Integrations
For custom webhooks:
Go to Integrations
Click Add Webhook
Enter:
Webhook URL
Events to trigger
Secret (optional)
Click Save
Managing Integrations
View Connection Status
Each integration shows:
Connected or disconnected
Last sync time
Error status (if any)
Refresh Connection
If an integration has issues:
Open the integration
Click Refresh
Re-authenticate if needed
Disconnect Integration
Open the integration
Click Disconnect
Confirm
Data previously synced remains in Kaana.
Harvest Integration
Sync time tracking with projects:
Connect Harvest
Find Harvest in integrations
Click Connect
Log in to Harvest
Authorize access
Link Projects
Map Harvest projects to Kaana projects:
Open a project
Click Link Harvest Project
Select the Harvest project
Time entries sync automatically
View Time Data
See Harvest time in:
Project overview
Task details
Reports
Slack Integration
Get notifications in Slack:
Connect Slack
Find Slack in integrations
Click Connect
Select your workspace
Choose a channel
Authorize
Configure Notifications
Choose what to send to Slack:
Task assignments
Project updates
Issue alerts
Milestone achievements
Webhook Integration
Send data to external systems:
Create a Webhook
Click Add Webhook
Enter the endpoint URL
Select events:
Project created
Task updated
Issue created
etc.
Add authentication if required
Save
Test Webhook
Open the webhook
Click Test
Check that your endpoint received data
View Webhook Logs
See recent webhook calls:
Success/failure status
Response codes
Retry attempts
Troubleshooting
Connection Failed
Check your credentials
Verify the service is accessible
Try disconnecting and reconnecting
Sync Not Working
Check integration status
Look for error messages
Verify permissions in the connected service
Missing Data
Confirm the data was created after connecting
Check filter settings
Verify project/entity links
Permissions
Managing integrations requires:
Admin or Owner role
Integration management permission